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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bensler
Washington
$22.3M +$1.74M +70,012 +9%
LFG
27
Larson Financial Group
Missouri
$21.3M -$1.46M -58,682 -6%
DAS
28
Dynamic Advisor Solutions
Arizona
$21.1M +$880K +35,327 +4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$20.4M -$190K -7,616 -0.9%
CFS
30
Commonwealth Financial Services
West Virginia
$18.3M +$729K +29,277 +4%
TA
31
TruWealth Advisors
Louisiana
$18M +$264K +10,578 +2%
PNC
32
Park National Corp
Ohio
$17.9M +$571K +22,903 +3%
CWP
33
Cyndeo Wealth Partners
Florida
$16.6M +$210K +8,419 +1%
OPAM
34
Ocean Park Asset Management
California
$16.6M +$16.4M +659,633 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$16.3M +$15M +600,297 +1,263%
KPWS
36
Kestra Private Wealth Services
Texas
$15.9M +$15.5M +622,702 +5,252%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$15.4M +$1.32M +52,963 +9%
NL
38
Navalign LLC
California
$13.1M +$390K +15,672 +3%
GPWA
39
Great Point Wealth Advisors
Massachusetts
$13.1M -$51.9K -2,082 -0.4%
PJWM
40
Philip James Wealth Mangement
Georgia
$12.7M +$435K +17,477 +4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$12.4M -$7.45M -299,258 -38%
SW
42
SlateStone Wealth
Florida
$11.5M -$842K -33,816 -7%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$11.4M +$5.49M +220,368 +95%
KAS
44
Kestra Advisory Services
Texas
$11.3M +$2.02M +81,091 +22%
DWM
45
Darwin Wealth Management
Florida
$11.2M -$435K -17,444 -4%
FF
46
Financial Futures
New Jersey
$10.9M +$530K +21,261 +5%
Mariner
47
Mariner
Kansas
$10.9M +$444K +17,808 +4%
CJH
48
Christopher J. Hasenberg
Wisconsin
$10.8M +$10.8M +433,884 New
PAG
49
Private Advisor Group
New Jersey
$10.7M -$133K -5,349 -1%
Stifel Financial
50
Stifel Financial
Missouri
$10.7M -$748K -30,012 -7%